The Hurdle Rate Podcast Episode 43 - The Best Message Is Digital Credit
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Jan 13, 2026 The hosts delve into Strategy's remarkable $1.25 billion Bitcoin purchase, exploring its implications for market dynamics. With a focus on digital credit, they discuss why these assets resonate more with high-net-worth investors than traditional Bitcoin messaging. Insights into market architecture reveal how liquidity and algorithmic trading attract institutional buyers. The implications of capping credit card interest rates and corporate Bitcoin treasuries strengthen the case for Bitcoin’s role in the future economy. Lastly, they critique Fed actions, connecting geopolitical risks to a bullish outlook for Bitcoin.
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Bitcoin As Digital Credit
- Michael Saylor frames Bitcoin beyond a product: as digital credit you can build into banks and nations.
- That reframing positions Bitcoin as an infrastructure for broad financial innovation and power.
Why Demand For Digital Credit Is Surging
- Digital credit products like STRC/SRTC attract demand because they combine high yield, liquidity, and tax advantages.
- Awareness and institutional adoption are driving rapid growth in these novel fixed-income instruments.
Sell Yield Before Ideology
- Present digital credit as cash flow when selling to mainstream high-net-worth investors.
- Lead with tangible yield and liquidity rather than abstract Bitcoin narratives.